Position in PANW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$24,884,570
+$16,187,852 QoQ
Shares Held
72,971
+34.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
3.54%
of 13F equity value
Holder Rank
#465
of 2,911 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026KKM Financial LLC holds $97,775,083 across 6 Software - Infrastructure names. PANW ranks #2 (25.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRWD |
CrowdStrike Holdings, Inc.
|
173,012 | $33,008,094 | |
| 2 | PANW |
Palo Alto Networks Inc
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|
72,971 | $24,884,570 | |
| 3 | MSFT |
Microsoft Corp
|
46,104 | $17,197,714 | |
| 4 | ORCL |
Oracle Corp
|
85,947 | $12,595,532 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
78,479 | $9,156,144 | |
| 6 | ARQQ |
Arqit Quantum Inc.
|
31,394 | $933,029 |
All Filings in PANW
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,884,570 | 72,971 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,696,718 | 54,246 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,992,113 | 54,246 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $6,109,821 | 30,006 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,484,352 | 26,800 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,801,347 | 22,277 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,133,767 | 22,718 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,754,331 | 10,984 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,569,436 | 10,529 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,953,815 | 10,396 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,173,436 | 14,153 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||